+436.9%
XME vs CPB
-44.2%
+481.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -0.2% | -8.0% | +7.8% | +0.4% |
| 30D | +1.4% | -2.4% | +3.8% | +1.6% |
| 3M | +2.7% | +0.5% | +2.2% | +2.5% |
| 6M | +6.5% | -10.5% | +17.0% | +7.3% |
| YTD | +15.2% | -17.5% | +32.7% | +16.9% |
| 1Y | +43.5% | -31.0% | +74.5% | +48.3% |
| 3Y | +135.9% | -40.6% | +176.5% | +145.1% |
| 5Y | +181.5% | -37.7% | +219.2% | +188.8% |
| 10Y | +436.9% | -43.4% | +480.3% | +466.7% |
| All | +436.9% | -44.2% | +481.1% | +466.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling